The Atomic Retirement
The Atomic Retirement is a retirement podcast brought to you by financial planner Ryan Kilkenny, a U.S. Marine Corps veteran 🇺🇸 and the founder of Atomic Planning. Ryan is on a mission to educate and empower families to confidently navigate all things money, tax, and retirement. Join him each week as he covers topics on the minds of people in and near retirement. Ryan talks about: retirement planning, retirement income, Roth conversions, tax planning, investing, stocks and bonds, 401(k)s, Roth IRAs, health savings accounts, social security, medicare, long term care, insurance, charitable giving, estate planning, and more. You can learn more at https://www.atomicplanning.com/
The Atomic Retirement
24. What You Can Learn from Your 1099 Forms
Tax season is upon us, and you have probably received your fair share of important tax documents in the mail (or email inbox). Chances are your W-2 is not the only tax form you'll need to complete your income tax return because you likely received at least one or more 1099 forms too. Your 1099 forms report various types of income from the previous year. And that's why we must pay attention to them as we prepare and get organized for this tax season. Today we're talking about what you can learn from your 1099 forms. I hope you enjoy this episode of The Atomic Retirement podcast!
Resources Mentioned
- Morningstar: What You Can Learn From Your 1099 Forms
- IRS Website: Qualified Charitable Distributions for IRA Owners
- IRS 2022 Instruction 1040
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